Kenneth O'neil
Kenneth O'neil is a registered investment advisor at Kpp Advisory Services LLC, based in Louisville, KY, with 23 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 3,405 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KPP Advisory Services offers investment management as part of their Wealth Management Services or as a standalone Investment Management Service. The fees are negotiable, with a maximum of 2.50% of the value of your portfolio per year. The exact fee depends on the services provided and the complexity of your situation. Fees are calculated and charged quarterly, in advance, based on the value of your account at the end of the previous quarter.
Location
9300 Shelbyville Rd., Suite 1310, Louisville, KY, 40222
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2007Criminal
February 1991Other Business ActivitiesSells Insurance
Kenneth spends most of his time on his LPL business (Kentucky Planning Partners) and also provides investment advisory services through KPP Advisory Services LLC, dedicating about a quarter of his time. He also engages in non-variable insurance activities through various entities, including selling disability insurance policies and assisting clients with Medicare and ACA plans.
Employment History
Current Registrations
Kpp Advisory Services LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
New England SecuritiesBroker
AXA Advisors, LLCBroker
State Registrations37 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.